EZLynx

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103 - Accounting for Admins Only

This folder contains all of the articles that will help Admins on how to use the Accounting to handle day to day tasks.

EZLynx Accounting: Are you interested in purchasing QuickBooks to integrate with EZLynx?
Do you have EZLynxAccounting? Are you interested in purchasing QuickBooks to integrate withEZLynx? Then, click the link below to see what exclusive discount...
Thu, 2 May, 2019 at 1:19 PM
Quick Start for EZLynx Accounting
EZLynx Accounting helps your agency manage many common Accounting tasks such as: Agency bill invoicing Record agency and direct bill customer payments wi...
Fri, 29 Mar, 2024 at 7:56 PM
EZLynx Accounting: Recommended Accounting Workflows for Payments & Direct Bill Statements
The following workflows are recommended for collecting payments and working with direct bill commission statements.  Other sections of this manual explain h...
Thu, 4 Apr, 2019 at 4:18 PM
EZLynx Accounting: Setup QuickBooks Online Direct Integration Video
Click here for the QuickBooks Online Setup Guide. The interface between EZLynx Accounting and QuickBooks Online (QBO) provides the best of both worlds –...
Fri, 29 Mar, 2024 at 7:57 PM
Setup QuickBooks Online Interface
The interface between EZLynx Accounting and QuickBooks Online (QBO) provides the best of both worlds – a premium accounting system that meets the specific n...
Thu, 11 Apr, 2024 at 2:25 PM
EZLynx Accounting: Process a Receipt for a Negative Commission Statement
Select one of the following workflows depending on how your agency handles a negative commission statement. For example, Some carriers require the balance t...
Thu, 4 Apr, 2019 at 4:42 PM
EZLynx Accounting: Did Your QuickBooks Online Authorization Stop Working?
It appears that there is an issue with an automatic refresh of the QuickBooks Online credentials stored in EZLynx after 90 days.    To resolve this:  Di...
Thu, 2 May, 2019 at 1:20 PM
EZLynx Accounting: Import to QuickBooks
Once the General Ledger and checks are exported from EZLynx, they must be imported to QuickBooks Desktop. QuickBooks Desktop Open QuickBooks Desktop. ...
Thu, 2 May, 2019 at 1:21 PM
EZLynx Accounting: Add EZLynx Chart of Accounts to QuickBooks (Desktop only)
Enter this EZLynx Chart of Accounts to QuickBooks Desktop BEFORE exporting data from EZLynx.  Fields must match exactly. Account Type Accounts Receivable A...
Thu, 2 May, 2019 at 1:21 PM
EZLynx Accounting: Set the QuickBooks Application Version (Online or Desktop)
The agency’s QuickBooks version is set here by EZLynx during the onboarding process. If the agency transitions to a different QuickBooks version at any poin...
Thu, 26 Aug, 2021 at 10:34 AM